CWB icon

SPDR Bloomberg Convertible Securities ETF

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of New York Mellon
301
Bank of New York Mellon
New York
$307K -$1.56K -23 -0.5%
CW
302
CreativeOne Wealth
Kansas
$300K -$51K -751 -15%
FAM
303
Frontier Asset Management
Wyoming
$297K +$9.22K +136 +3%
TCA
304
Trifecta Capital Advisors
Illinois
$294K
CA
305
Continuum Advisory
Idaho
$292K -$8.54K -126 -3%
PPP
306
Private Portfolio Partners
New Jersey
$292K -$55.9K -824 -16%
Fidelity Investments
307
Fidelity Investments
Massachusetts
$290K -$30.8K -455 -10%
AWE
308
Avidian Wealth Enterprises
Texas
$289K -$6.31K -93 -2%
EWM
309
EPG Wealth Management
Georgia
$285K -$33.1K -488 -10%
MC
310
Moors & Cabot
Massachusetts
$282K -$56.7K -836 -17%
NS
311
NBC Securities
Alabama
$277K +$277K +4,092 New
BFG
312
Berger Financial Group
Minnesota
$275K +$68 +1 +0%
LGA
313
Lebenthal Global Advisors
New York
$275K +$407 +6 +0.1%
PTC
314
Private Trust Company
Ohio
$274K -$73.2K -1,080 -21%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$274K
USCWA
316
U.S. Capital Wealth Advisors
Texas
$271K -$678 -10 -0.2%
FRA
317
Frank Rimerman Advisors
California
$271K
OCM
318
Orion Capital Management
California
$271K
CPA
319
Cardiff Park Advisors
California
$271K
MCC
320
Money Concepts Capital
Florida
$270K +$270K +3,988 New
KPWS
321
Kestra Private Wealth Services
Texas
$270K +$10.9K +161 +4%
PCIA
322
Prime Capital Investment Advisors
Kansas
$265K -$949 -14 -0.4%
CPA
323
Court Place Advisors
Maryland
$261K -$54.2K -800 -17%
JIR
324
James Investment Research
Ohio
$259K
WS
325
Wedbush Securities
California
$254K -$51K -751 -17%